Tom's journey · Pre-Construction · Lesson 4

Over the wall

Before you start

In the story

The bid made the commitments. The delivery team heard about them from the client.

Back to the story

The right way

Before moving on

Tom runs a face-to-face handover with the delivery team, with the commitments on one page: what we said we'd deliver, the named people, the risks and the assumptions.

Picked up

Sam takes the information commitments into the confirmed BEP; Kofi takes the commercial ones.

Day one

Rex is told what we committed to. The 4D model is on the plan, with a name next to it.

"Good luck"A folder nobody opened, and commitments learned from the client.
Handed over in personOne page of commitments, picked up by the people who'll keep them.
Think like Tom

A bid is a list of commitments someone else will have to keep. Before you move on, have you handed them over, in person, to the people who'll keep them?

That's Tom's journey

Follow someone else

Every district has its own stories. See who else is in town, or start again with Rex.

The right way, explained

The right way, explained

The town's planners don't post the plans through the builders' letterbox and leave. They walk them round the site.

If you're the information manager

If you're the information manager

Ask to be at the bid handover, and take the information commitments into the confirmed BEP that week. If no handover is booked, book one.

In the town See it in the town: the bid made the commitments. Who was meant to keep them?

Tom's view: the delivery team is the ring that does the work. The bid's commitments have to reach every name on it.

Who works for whom The project team as a town. Client Town sits in the middle. Around it are lead firms: your firm, the Tier 1 leading the work, another lead firm, and space for more. Each lead firm has its own firms working for it, such as Designer Town, a groundworks subcontractor and a supplier, and each of those has small task teams. Your firm and its firms are shaded together as your delivery team. Solid lines show requirements and information exchange; dotted lines between the lead firms show coordination. Rex, Sam and Dave are in your firm, Alex is in Designer Town, and the Clerk of Works is in Client Town. THE WHOLE PROJECT TEAMYOUR DELIVERY TEAMCLIENT TOWNwho the work is forYOUR FIRMthe Tier 1 leading the workANOTHER LEAD FIRMits own appointment…as many more as the job needsDESIGNER TOWNAlex's firmGROUNDWORKSa subcontractorSUPPLIERDESIGNERSUBCONTRACTORa task team DaveSamRexAlexClerk of Works
Solid lines. What's needed, and the information that comes back.
Dotted lines. Lead firms coordinating with each other.
Pick a groupWho works for whom

The client

In the picture
ISO 19650 calls it
Watch out for

This is the bid-to-delivery handover!

The commitments, the people and the risks, passed across face to face.

Sam's Heads Up Sometimes it's the same people

InfoTown good practice: The bid's commitments are handed over to delivery, face to face.

On your job: Sometimes the bid team becomes the delivery team. Write the commitments down anyway: memory is not a handover.

For the audit What the auditor will ask
  • Show me how the bid's commitments were handed to the delivery team.
  • Where did the tender BEP's commitments go?
For the audit What good evidence looks like
  • A handover record listing the commitments.
  • The confirmed BEP picking up the tender commitments.
From the standard
ISO 19650 Confirming the plan

ISO 19650 expects the bid's BEP to be confirmed with the real team as part of the appointment, and the plans kept live after award. Handing the commitments over in person is InfoTown's advice.

Based on the ISO 19650 series: the ideas come from the standard; the plain-English wording, examples and advice are InfoTown's. ISO 19650 is © ISO and BSI. You'll hear the same language across the industry. Read more for free in the Information Management Initiative (IMI) Framework guidance from BSI and nima. For the full requirements, use the standard itself.